SPDR SERIES TRUST

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SHM·78468R739·US·etf·Unknown - Unknown

STATE STREET SPD

SHM (SPDR SERIES TRUST) is held by 86 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($1B), GOLDMAN SACHS GROUP INC ($246.6M), WELLS FARGO & COMPANY/MN ($169.7M). Net institutional sentiment: Mixed.

86

Holders

Avg rating(15 Elite)

$2.4B

Total Value

53% (90)

Fund Consensus

45 buying - 40 selling

Smart Money Verdict

View all

60Mixed MomentumSingle Source

Institutional (13F)60

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how SHM's score breaks down across 4 SEC sources

Holder Quality

15

★★★★★

Elite

31

★★★★

Strong

27

★★★

Solid

14

★★

Below

3

★

Weak

Held by 86 funds

15 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (86)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	21.3M(+3.9%)	$1B	0.1%	+2.93%	33
GOLDMAN SACHS GROUP INC	Decreased	5.2M(-3.3%)	$246.6M	0.0%	+3.20%	0
WELLS FARGO & COMPANY/MN	Decreased	3.5M(-13.3%)	$169.7M	0.0%	+7.74%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3.1M(+3.8%)	$146.4M	0.1%	+5.69%	31
MORGAN STANLEY	Increased	2.3M(+7.9%)	$110.2M	0.0%	+4.81%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	1.9M(+89.5%)	$90.6M	0.0%	+2.56%	47
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1.7M(+9.4%)	$82.8M	0.0%	+4.18%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.5M(-9.8%)	$73.9M	0.1%	+5.87%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	1.4M(-21.9%)	$67.9M	0.4%	+5.70%	0
LPL Financial LLC	Increased	888,605(+5.2%)	$42.5M	0.0%	+4.38%	31
Financial Engines Advisors L.L.C.	Increased	668,321(+0.5%)	$32M	0.1%	+5.36%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	624,590(+2.1%)	$29.9M	0.0%	+6.55%	29
UBS Group AG	Increased	489,719(+71.2%)	$23.4M	0.0%	+3.75%	43
STIFEL FINANCIAL CORP	Decreased	382,635(-23.7%)	$18.3M	0.0%	+5.63%	0
JPMORGAN CHASE & CO	Decreased	281,923(-4.2%)	$13.5M	0.0%	+3.47%	0
RAYMOND JAMES FINANCIAL INC	Increased	277,590(+18.0%)	$13.3M	0.0%	+2.59%	33
JANE STREET GROUP, LLC	Increased	276,213(+511.6%)	$13.2M	0.0%	-0.29%	45
AMERIPRISE FINANCIAL INC	Increased	254,139(+1.2%)	$12.2M	0.0%	+5.69%	28
SEI INVESTMENTS CO	Decreased	236,772(-3.7%)	$11.3M	0.0%	+9.14%	0
TRUIST FINANCIAL CORP	Increased	200,992(+10.8%)	$9.6M	0.0%	+5.93%	31

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer